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Disclosery

SteelPeak Wealth, LLC: PWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SteelPeak Wealth, LLC on PWZ, newest first. How the timeline and the estimate are built.

SteelPeak Wealth, LLC held 74,450 PWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,450 shares
    Change vs previous 13F -11,155 shares

    0.05% of the 13F portfolio, value $1,824,770.

    13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,605 shares
    Change vs previous 13F -1,269 shares

    0.06% of the 13F portfolio, value $2,043,392.

    13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 86,874 shares
    Change vs previous 13F -5,933 shares

    0.07% of the 13F portfolio, value $2,098,876.

    13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 92,807 shares
    Change vs previous 13F -27,590 shares

    0.07% of the 13F portfolio, value $2,219,944.

    13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 120,397 shares
    Change vs previous 13F +7,708 shares

    0.11% of the 13F portfolio, value $2,810,066.

    13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 112,689 shares
    Change vs previous 13F +25,886 shares

    0.11% of the 13F portfolio, value $2,687,633.

    13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 86,803 shares
    Change vs previous 13F -29,945 shares

    0.09% of the 13F portfolio, value $2,144,035.

    13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 116,748 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,928,040.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).